Fee Officer - Term position (Toronto)

Fee Officer - Term position (Toronto)

03 Aug
|
Scotiabank
|
Toronto

03 Aug

Scotiabank

Toronto

Is this role right for you? In this role you will: Complete set up and maintenance of automated fee diaries based on approved client agreements/instructions on accounts by printing and identifying discounts, fee schedules frequencies and anticipated market values and contact the originator for clarification if the agreements/instructions are incomplete or missing Identify opportunities and manage fee setups manually where fully automated processes cannot be applied through the review of established/available automated Fee Schedules Code exempted assets from fee calculations according to client agreements & instructions Process fee calculations and reversals using established processing applications to complete the calculations and post entries to client accounts Control and maintain documents received from branches by logging document types/identifier into departmental database and filing documentation accordingly Maintain service standards and minimize loss situations by following department policies and procedures and escalate any contentious issues to the Manager/Senior Manager Continually expand knowledge of fees and processes by keeping current on procedural changes/updates and through cross-training initiatives Assist the department with functions related to fee processing through cross-training initiatives and during unplanned absences Identify opportunities to enhance processes Ensure a high quality of customer service is provided to all internal clients Improve service levels and department reputation by maintaining a high level of responsiveness to clients Respond to enquiries from internal clients on a timely basis, liaising with internal departments to resolve fee set up and calculation issues Perform other duties as assigned or required Do you have the skills that will enable you to succeed in this role? Wed love to work with you if you have: Post-secondary education Working knowledge of Fee calculation processes and procedures and related internal policies and procedures is an asset A strong focus on attention to detail Good judgement, organizational and analytical skills to manage situations not covered by documented policies and procedures Robust interpersonal skills, effective communication skills, both verbal and written, with the ability to interact and communicate with various levels of management and staff Analytical thinking to identify any deviation from procedures

📌 Fee Officer - Term position (Toronto)
🏢 Scotiabank
📍 Toronto

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